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Hartford Financial Services

588 hedge funds and large institutions have $15.5B invested in Hartford Financial Services in 2015 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 191 increasing their positions, 239 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 33

34% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $55.6M

2% more funds holding

Funds holding: 575588 (+13)

0.71% less ownership

Funds ownership: 89.73%89.02% (-0.71%)

2% less capital invested

Capital invested by funds: $15.8B → $15.5B (-$295M)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

20% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 239

Holders
588
Holders Change
+13
Holders Change %
+2.26%
% of All Funds
15.84%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.43%
New
54
Increased
191
Reduced
239
Closed
33
Calls
$74.4M
Puts
$55.6M
Net Calls
+$18.8M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.38B +$9.62M +230,435 +0.7%
State Street
2
State Street
Massachusetts
$960M -$31M -742,169 -3%
JP Morgan Chase
3
JP Morgan Chase
New York
$842M +$7.07M +169,272 +0.8%
BIT
4
BlackRock Institutional Trust
California
$489M -$14.1M -337,316 -3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$486M -$44.8M -1,072,035 -8%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$407M -$71.9M -1,722,814 -15%
Allianz Asset Management
7
Allianz Asset Management
Germany
$391M +$13.3M +317,746 +4%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$347M -$44.1M -1,055,768 -11%
RP
9
RR Partners
New York
$342M
Fidelity Investments
10
Fidelity Investments
Massachusetts
$317M +$47.1K +1,128 +0%
Lazard Asset Management
11
Lazard Asset Management
New York
$295M +$12.8M +307,072 +5%
LSV Asset Management
12
LSV Asset Management
Illinois
$286M +$9.15M +219,167 +3%
BFA
13
BlackRock Fund Advisors
California
$253M -$921K -22,068 -0.4%
Northern Trust
14
Northern Trust
Illinois
$245M -$1.06M -25,272 -0.4%
SP
15
Sarasin & Partners
United Kingdom
$245M -$17.9M -428,711 -7%
FAM
16
Fred Alger Management
New York
$227M +$2.24M +53,550 +1%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$226M +$15.6M +373,633 +7%
WHG
18
Westwood Holdings Group
Texas
$224M +$16.5M +395,714 +8%
ETC
19
Evercore Trust Company
New York
$216M -$4.04M -96,836 -2%
TCIM
20
TIAA CREF Investment Management
New York
$209M +$15.3M +365,530 +8%
Invesco
21
Invesco
Georgia
$196M +$35M +837,129 +22%
BG
22
BlackRock Group
United Kingdom
$186M -$7.79M -186,476 -4%
Millennium Management
23
Millennium Management
New York
$180M +$116M +2,773,086 +179%
PI
24
Putnam Investments
Massachusetts
$176M -$44.6M -1,067,060 -20%
GE
25
General Electric
Ohio
$169M -$3.06M -73,231 -2%

HIG Hedge Fund Activity: Q2 2015 in Review

588 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Hartford Financial Services (HIG) for Q2 2015, worth a combined $15.5B — down 1.9% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new HIG positions and 33 closed out — a net gain of 21 holders — while 191 added to existing stakes and 239 trimmed.

The largest buyer was Millennium Management, adding an estimated $116M. The largest seller was Viking Global Investors, exiting entirely with an estimated $118M sold.

  • 588 institutional investors held Hartford Financial Services (HIG) as of Q2 2015, up from 575 in Q1 2015.
  • Funds reported $15.5B of Hartford Financial Services stock for Q2 2015, down 1.9% quarter-over-quarter.
  • 54 funds opened new Hartford Financial Services positions in Q2 2015 and 33 closed out, a net change of +21 holders.
  • The largest Hartford Financial Services buyer in Q2 2015 was Millennium Management, an estimated $116M added.
  • The largest Hartford Financial Services seller in Q2 2015 was Viking Global Investors, an estimated $118M sold.

Based on aggregated 13F filings for Q2 2015.